+255.3%
AEHR vs FIVE
+69.1%
+186.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.5% | 0.0% |
| 7D | +23.0% | +0.6% | +22.4% | +22.6% |
| 30D | -19.9% | +3.0% | -22.9% | -22.6% |
| 3M | +0.5% | +23.2% | -22.7% | -16.8% |
| 6M | +123.6% | +9.2% | +114.4% | +97.0% |
| YTD | +364.6% | +28.1% | +336.5% | +235.4% |
| 1Y | +255.3% | +65.3% | +190.1% | +84.2% |
| All | +255.3% | +69.1% | +186.2% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIVE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling